Cloudflare, Inc. Class A common stock, par value $0.001 per share NET

Cloudflare, Inc. es un proveedor global de servicios en la nube que ofrece una variedad de servicios a empresas de todos los tamaños y en todas las geografías, haciéndolas más seguras y mejorando el rendimiento de las aplicaciones. Las categorías de productos de la empresa incluyen seguridad de aplicaciones y rendimiento de aplicaciones. La seguridad de aplicaciones, que consiste en protección de interfaz de programación de aplicaciones (API), gestión de bots, protección contra ataques de denegación de servicio distribuidos, protección de páginas, limitación de velocidad, cifrado de capa de sockets seguros y de transporte y cortafuegos de aplicaciones web (WAF). El rendimiento de aplicaciones, que consiste en red de distribución de contenido, sistema de nombres de dominio, equilibrio de carga, enrutamiento inteligente argo, servicios de optimización de sitios web, sala de espera nueva, red de China y entrega de transmisión de video. La red de la empresa sirve como un plano de control unificado, escalable y fácil de usar para ofrecer seguridad, rendimiento y fiabilidad en aplicaciones locales, híbridas, en la nube y de software como servicio.

• Zacks Investment Research 2 oct

  Here's Why Cloudflare (NET) is a Strong Momentum Stock

  Zacks Premium offers Style Scores (Value, Growth, Momentum, and VGM) as complementary indicators to the Zacks Rank system to help investors identify stocks with the highest probability of outperformance. The article recommends combining Zacks Rank #1 or #2 ratings with Style Scores of A or B for optimal returns. Cloudflare (NET) is highlighted as a stock to watch with a #3 Hold rank but strong Momentum Score of A and 23.4% gains over four weeks.

  

• Zacks Investment Research 30 sept

  Cloudflare (NET) Falls More Steeply Than Broader Market: What Investors Need to Know

  Cloudflare stock declined 1.41% to $347.28, underperforming the S&P 500's 0.25% loss on September 30, 2026. Despite a 23.38% gain over the past month, the company carries a high Forward P/E ratio of 278.65 and PEG ratio of 7.45, significantly above industry averages. Analysts expect strong earnings growth with EPS projected at $0.35 (up 29.63% YoY) and revenue at $733.3 million (up 30.47% YoY), though the stock holds a Zacks Rank #3 (Hold) rating.

  

• Zacks Investment Research 30 sept

  Bull of the Day: Astera Labs (ALAB)

  Astera Labs (ALAB), a Zacks Rank #1 Strong Buy, develops semiconductor connectivity chips for AI data centers. The company has delivered consistent triple-digit earnings and revenue growth since 2024, beating analyst expectations every quarter. Investor Gavin Baker highlights ALAB's role as an irreplaceable bottleneck asset in AI infrastructure, with hyperscalers increasingly developing custom silicon and relying on ALAB's connectivity solutions.

  

• The Motley Fool 28 sept

  Why MongoDB Sank Today

  MongoDB's stock plummeted 18.5% after CEO Chirantan Desai announced his departure to lead Meta's newly announced Meta Enterprise Platform. Despite the shock of losing a relatively new CEO to a Magnificent Seven company, MongoDB's experienced former CEO Dev Ittycheria remains active on the board. Meta's new enterprise venture aims to expand into AI-powered business software for enterprises, potentially posing a competitive threat to MongoDB and other SaaS companies.

  

• Zacks Investment Research 23 sept

  Zacks Investment Ideas feature highlights: Astera Labs, SpaceX, Cloudflare, NVIDIA and Meta Platforms

  Zacks highlights Astera Labs as a Zacks Rank #1 Strong Buy, emphasizing its role as an essential connectivity chip provider for AI data centers. The company has demonstrated triple-digit earnings and revenue growth since 2024 and has beaten analyst expectations every quarter since its IPO. Investor Gavin Baker supports the thesis that Astera Labs provides irreplaceable bottleneck assets as hyperscalers develop custom silicon and AI infrastructure scales toward larger rack-based systems.